CIMDX
CLARKSTON FOUNDERS FUND, Institutional Class
1W: -1.8%
1M: -8.2%
3M: -2.8%
YTD: +0.0%
1Y: -0.8%
3Y: +19.6%
5Y: +18.0%
$16.43
-0.15 (-0.90%)
Weekly Expected Move ±2.0%
$16
$16
$17
$17
$17
Key Statistics
AUM$775M
Holdings29
Top 10 Wt58.1%
Volume0
Avg Volume0
Beta0.63
Portfolio Fundamentals
P/E21.8
P/B2.4
Div Yield1.09%
ROE8.8%
% Profitable90%
Inception2017-01-31
Sector Allocation
Technology
29.6%
Healthcare
17.7%
Consumer Defensive
17.1%
Industrials
10.5%
Basic Materials
9.2%
Consumer Cyclical
7.0%
+2 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Clarivate Plc | CLVT | 12.50% | $20.5M | 8,100,000 |
| 2 | Post Holdings Inc | 0KJZ.L | 9.35% | $15.3M | 155,000 |
| 3 | Affiliated Managers Group Inc | AMG.L | 7.26% | $11.9M | 43,000 |
| 4 | Avantor Inc | AVTR | 5.50% | $9.0M | 1,150,000 |
| 5 | Ccc Intelligent Solutions Holdings Inc | CCCS | 5.49% | $9.0M | 1,500,000 |
| 6 | Iqvia Holdings Inc | 0JDM.L | 3.75% | $6.1M | 36,000 |
| 7 | Lkq Corp | 0JSJ.L | 3.67% | $6.0M | 205,000 |
| 8 | Becton Dickinson & Co | BDXA | 3.64% | $6.0M | 38,000 |
| 9 | Middleby Corp/the | 0K1G.L | 3.48% | $5.7M | 43,000 |
| 10 | Fidelity National Information Services Inc | 0ILW.L | 3.43% | $5.6M | 120,000 |